KPI Dashboard

Financial Planning KPI Dashboard in Google Sheets

September 5, 2025September 5, 2025PKComment(0)

Managing finances efficiently is crucial for any organization. Monitoring key financial metrics helps business leaders make informed decisions, identify trends, and optimize budgets. With the Financial Planning KPI Dashboard in Google Sheets, you can track, analyze, and visualize your financial performance in one ready-to-use tool.Financial Planning KPI Dashboard in Google Sheets

This dashboard is designed for finance teams, project managers, and decision-makers who want a clear view of their financial KPIs, including MTD (Month-to-Date), YTD (Year-to-Date), targets, and trends.Financial Planning KPI Dashboard in Google Sheets

Table of Contents

Key Features of Financial Planning KPI Dashboard in Google Sheets

Our dashboard is built with 6 comprehensive worksheets to capture all financial metrics efficiently:

1. Dashboard Sheet Tab

The Dashboard Sheet is the main page where all KPIs are displayed. Users can select a month from the drop-down menu in cell D3, and the dashboard automatically updates to show data for the selected month.

Key Metrics Displayed:

MTD Actual, Target, Previous Year Data with conditional formatting arrows for up/down trends
YTD Actual, Target, Previous Year Data with conditional formatting arrows
Dynamic charts and progress indicators for quick insights

Financial Planning KPI Dashboard in Google Sheets

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2. KPI Trend Sheet Tab

The KPI Trend Sheet allows you to track each KPI individually. From cell C3, select the KPI to view detailed information.

Details provided for each KPI include:

KPI Group
Unit of Measure
Type of KPI (Lower the Better / Upper the Better)
KPI Formula
KPI Definition

This helps in understanding the performance trends and identifying areas that need improvement.

KPI Trend Sheet Tab

3. Actual Number Sheet Tab

The Actual Numbers Sheet is where you input your MTD and YTD actual numbers. By entering the first month of the year in cell E1, the sheet automatically calculates totals and feeds the dashboard.

This sheet ensures all financial data is up-to-date and reflects real-time performance.

Actual Number Sheet Tab

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4. Target Sheet Tab

The Target Sheet allows you to input the planned target for each KPI. Targets can be set for both MTD and YTD, giving you a clear benchmark against actual performance.

With this, you can easily identify if your financial goals are being met or if corrective action is needed.

Target Sheet Tab

5. Previous Year Numbers Sheet Tab

This sheet captures the previous year’s numbers for the same KPIs. Comparing current performance with historical data allows you to analyze trends and understand growth patterns.

Previous Year Numbers Sheet Tab

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6. KPI Definition Sheet Tab

The KPI Definition Sheet is where you define each KPI in detail:

KPI Name
KPI Group
Unit
Formula
KPI Definition

This ensures consistency across the dashboard and helps new users understand each metric clearly.

KPI Definition Sheet Tab

Advantages of Using Financial Planning KPI Dashboard

Centralized Data: All financial metrics are consolidated in one sheet for easier monitoring.
Real-Time Updates: Monthly selection updates the dashboard instantly.
Customizable KPIs: Add or remove KPIs based on your organization’s needs.
Trend Analysis: MTD vs YTD and PY vs Actual comparison allows better insights.
User-Friendly: No advanced software required; built entirely in Google Sheets.

Opportunities for Improvement

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Integration with Accounting Systems: Automate data import from ERP or accounting software.
Enhanced Visualizations: Add pivot charts or heatmaps for better visualization.
Advanced Formulas: Include scenario analysis or predictive financial metrics.
Access Control: Secure sensitive financial data with user-level permissions.

Best Practices for Using the Dashboard

Update Data Regularly: Ensure MTD, YTD, and previous year numbers are entered accurately.
Set Realistic Targets: Define achievable financial KPIs to monitor performance effectively.
Review Trends Monthly: Use conditional formatting arrows to quickly identify areas needing attention.
Document Formulas: Keep KPI formulas transparent for auditing and consistency.

Conclusion

Click to Buy Financial Planning KPI Dashboard in Google Sheets

The Financial Planning KPI Dashboard in Google Sheets is a powerful tool for organizations looking to track and manage financial performance efficiently. By consolidating KPIs, targets, and historical data in one sheet, you gain clarity, make informed decisions, and improve financial planning.Financial Planning KPI Dashboard in Google Sheets

Whether you are a finance manager, project lead, or business owner, this dashboard simplifies complex financial monitoring, enhances transparency, and supports strategic decision-making.Financial Planning KPI Dashboard in Google Sheets

FAQs

1. Can I customize the KPIs in the dashboard?
Yes, the dashboard is fully customizable. You can add, remove, or modify KPIs in the KPI Definition Sheet.

2. Does this dashboard calculate MTD and YTD automatically?
Yes, once you input the monthly data, the dashboard calculates MTD and YTD values automatically.

3. Can I compare current performance with the previous year?
Absolutely. The Previous Year Numbers Sheet allows you to perform MTD and YTD comparisons easily.

4. Is this dashboard compatible with Excel?
The current version is built in Google Sheets. It can be converted to Excel, but some formulas and features may need adjustment.

5. Do I need advanced knowledge to use this dashboard?
No. The dashboard is user-friendly and designed for finance professionals with basic Google Sheets knowledge.

Visit our YouTube channel to learn step-by-step video tutorials

Youtube.com/@NeotechNavigators

Watch the step-by-step video Demo:

Click to Buy Financial Planning KPI Dashboard in Google Sheets

PK

Meet PK, the founder of NeotechNavigators.com! With over 15 years of experience in Data Visualization, Excel Automation, and dashboard creation. PK is a Microsoft Certified Professional who has a passion for all things in Excel. PK loves to explore new and innovative ways to use Excel and is always eager to share his knowledge with others. With an eye for detail and a commitment to excellence, PK has become a go-to expert in the world of Excel. Whether you're looking to create stunning visualizations or streamline your workflow with automation, PK has the skills and expertise to help you succeed. Join the many satisfied clients who have benefited from PK's services and see how he can take your data analysis skills to the next level!

http://neotechnavigators.com